Austin
Nold

Integrated Wealth Concepts LLC

CRD#5555767
Investment Advisor
in Saint Joseph, MO

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About this Advisor

Austin Nold is a financial advisor based in Saint Joseph, Missouri, working with Integrated Wealth Concepts LLC. Austin has previously held positions at Gersema Wealth Services, Inc, Stifel, Nicolaus & Company, Inc, and Integrated Wealth Concepts LLC. Austin has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Austin is part of Integrated Wealth Concepts LLC, which operates out of Saint Joseph, Missouri. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3101 Frederick Avenue
Saint Joseph, MO 64506

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$12,394,481,000

MO Average: $16,012,751,954
Total Number of Employees

424

MO Average: 118
Total Number of Accounts

44,485

MO Average: 4,567
Average Account Size

$278,622

MO Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Austin Nold Work History

2022 - Present (2 years)

Integrated Wealth Concepts LLC

2012 - 2022 (10 years)

Stifel, Nicolaus & Company, Inc

2011 - 2022 (11 years)

Gersema Wealth Services, Inc

Disclosures

Please visit the SEC profile of Austin Nold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Wealth Concepts LLC

Bradley Stewart
Waltham, MA
Matthew Neville
Rockland, MA
David Kline
Waltham, MA
Mark Paquin
Waltham, MA
Eric Daniel
Gig Harbor, WA
Tejas Bartakke
Chesapeake, VA
Edward Gay
Worcester, MA
David Dahl
Great Falls, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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